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LBA Wealth Management’s Avnet AVT Stock Holding History

LBA Wealth Management’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-145
Closed -$6K – 443
2016
Q3 		$6K Hold
145
– – ﹤0.01% 355
2016
Q2 		$6K Hold
145
– – ﹤0.01% 338
2016
Q1 		$6K Hold
145
– – ﹤0.01% 330
2015
Q4 		$6K Hold
145
– – ﹤0.01% 324
2015
Q3 		$6K Hold
145
– – ﹤0.01% 276
2015
Q2 		$6K Hold
145
– – ﹤0.01% 263
2015
Q1 		$6K Hold
145
– – ﹤0.01% 259
2014
Q4 		$6K Hold
145
– – ﹤0.01% 244
2014
Q3 		$6K Hold
145
– – ﹤0.01% 317
2014
Q2 		$6K Hold
145
– – ﹤0.01% 222
2014
Q1 		$7K Hold
145
– – 0.01% 213
2013
Q4 		$6K Buy
+145
New +$5.98K ﹤0.01% 236

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LBA Wealth Management's AVT Position: Q4 2016 in Review

LBA Wealth Management sold out of Avnet (AVT) in Q4 2016, closing a stake of 145 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in AVT in Q4 2013 and held it in 12 quarters. The position peaked at $7K in Q1 2014. 348 funds tracked by Wall St. Rank hold AVT as of Q4 2016.

  • LBA Wealth Management reported no remaining Avnet position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 145 Avnet shares in Q4 2016, an estimated $6K.
  • LBA Wealth Management first reported a position in Avnet in Q4 2013 and held it in 12 quarters.
  • LBA Wealth Management's Avnet position peaked at $7K in Q1 2014.
  • 348 funds tracked by Wall St. Rank held Avnet as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.